JOSHUA R. BEALjoshua@schwarz-financial.com

9 N. Pauahi St, Ste. 317 Honolulu, HI 96817Office: 808.240.2382 Fax: 808.356.0822

SUMMARY OF QUALIFICATIONS

I am an entrepreneur with 10 years of private & public sector experience, ranging from small business and non-profits to working in global organizations. I have expertise in the following areas: managing and growing smallbusinesses and non-profits, Internet marketing to niche markets and corporate business development whichincludes strategic business & marketing planning and developing successful private/public partnerships.

EDUCATION

Rochester Institute of Technology (RIT) MBA: Entrepreneurship, 2009University of Hawaii at Manoa (UH-Manoa) Bachelor of Arts: Economics, 2003

PROFESSIONAL EXPERIENCE

AccesSurf Hawaii 2011- CurrentCoordinator – Day At The Beach programs

Coordinated and supervised 90+ Volunteers to provide accessible activities at bi-monthly DATB events for85+ families and adults with disabilities

Assisted in the development of the AccesSurf Adaptive Surfing School which serves disabled travelersseeking a therapeutic-based Ocean experience when visiting Hawaii

Supported official affiliation of the U.S. Paralympic Sports Chapter within AccesSurf and implemented thegrant reporting processes necessary to maintain funding

Schwarz Financial Services LLC 2005 - CurrentManaging Partner – Investment Advisor Representative, Tax Preparer

Investment Advisor Representative with oversight of $15+ million in assets

Tax preparer handling personal income tax returns, 1000+ tax returns prepared from across U.S.

Executed the firm’s internal operations, with direct responsibility over business development, customerrelations, firm strategy, legal compliance, human resources & training, and website marketing

o Founded www.DeafTax.com for branding purposes and generated, through 2007-2009, a 60%increase in revenue while increasing the client base by 82%

o Website development resulted in 500k + unique visitors over 2 year period

Developed and coordinated DeafTax.com VITA Pilot with National Disability Institute in 2007o Started in 5 cities at 10 locations, expanded to 17 cities and 23 locationso Secured overall funding of $25,000/year and in-kind support for staff, office time and technologyo In three years, served 800+ deaf people and generated refunds/tax credits in excess of $1million

The World Bank Group 2004 -2005Disability Research Assistant

Developed and implemented methodology used to evaluate Europe and Central Asia (ECA) regionalportfolio, totaling $2.2 billion dollars, for disability-related work within overall projects

Undertook mission travel to Ukraine, Romania to support development of World Bank/Governmentdisability projects totaling $150+ million

Researched and wrote reports on issues affecting the disabled such as legislation, communications,employment, education, health and social protection safety nets

Joshua R. BealPage 2 of 2

Office of Representative Corinne W.L. Ching, Hawaii State Legislature 2003Chief of Staff - Interim, Legislative Aide - Human Services and Health Committees Communicated legislative priorities on behalf of the Representative with State Legislators; and multiple

layers of federal, state, city and county agencies and ultimately to district constituents Monitored Committee sessions, examined and reported on State agency/departmental proposals submitted

to Human Services, Housing and Health Committees. Advocated legislation for accessibility and inclusionof the disabled, particularly SB 1306 – Relating to TRS

House Minority Research Office, Hawaii State Legislature 2002Budget Analyst - Intern Analyzed State budget documents and funding requests submitted by State departments, agencies, and

legislative committees Mined data for information fundamental to legislative research and analysis

COMMUNITY SERVICE

IRS VITA Program, Certified Tax Preparer & Site Coordinator, 2008 - current

Business Advisory Board Member, SnapVRS.com, 2007

Board of Directors, Aloha State Association of Deaf, 2003

Board of Directors, Hawaii Services on Deafness, 1999 – 2003

Advisory Board, Gallaudet University Regional Center, 1999 – 2003 President, Kapiolani Community College Deaf Club, 1998 – 1999

Student Congress Representative, Kapiolani Community College, 1998 – 1999

HONORS AND ACHIEVEMENTS

Hawaii’s Outstanding Advocate for Children and Youth Award, 2011

National Disability Institute BEST Fellowship Award, 2009

National Disability Institute REI TOUR Richard Keeling Award, 2009

NTID Professional Fellow Award, Full Scholarship to RIT, 2007 – 2009

Deaf Role Model, 1st Annual American Samoa Deaf Awareness Week, 2001

COMPUTER APPLICATIONS

Adobe: PageMaker & Photoshop Microsoft: Word, Excel, PowerPoint, Publisher, and OutlookTrading Platforms: Net-Exchange, Vision2020 Research: NetAdvantage, Mergent,

Intuit: TaxWise, ProSeries, Quickbooks Online

LICENSES

NASD Licensed Series 7, Series 66Registered Representative Arizona, California, Hawaii, Maryland, Minnesota, New York, Virginia, Washington DC

LANGUAGE SKILLS

Fluent in English and American Sign Language